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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Users/personas leveraging Power Apps

As we've just seen, Power Apps apps can be created by business users, with a no-code/low-code approach, or by hardcore developers. This speaks to the platform's ability to grow and change in order to create new and revolutionary solutions.

We often encounter the following categories of users interacting with this platform:

  • Makers/creators
  • Standard users
  • Administrators
  • Developers

Let’s take each separately and see how they leverage Power Apps.

Power Apps for makers/creators

With Power Apps, you can create the following types of applications:

  • Canvas apps
  • Model-driven apps
  • Portal apps

Typically, an app maker will start from http://web.powerapps.com.

This is the starting page, allowing you direct access to the various components of the platform:

The Home page presents the user with navigation on the left side of the screen, allowing you easy access to Apps, Data, Flows, and Solutions.

On the main screen, you are presented with a list...

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